Amy Foo Email & Phone Number
Senior Vice President and Private Wealth Advisor @ Capital Group Private Client Services
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Amy Foo Location
- Los Angeles, CA, US
Amy Foo Work
- 2021 -now Senior Vice President and Private Wealth Advisor @
- 2018 -2021 Vice President @
- 2014 -2018 Wealth Management Advisor, Vice President @ The Private Client Reserve of U.S. Bank
- 2009 -2014 Consulting Group Analyst @
- 2008 -2009 Associate @
- 2007 -2008 Account Executive @
- 2006 -2007 Account Executive @
- 2005 -2006 Account Executive @
- 2003 -2005 Account Executive @
Amy Foo Education
- University of Connecticut 2000-2003
Amy Foo Skills
- Alternative Investments
- Asset Management
- Financial Services
- Fund Of Funds
- Investment Management
- Marketing
- Mutual Funds
- Wealth Management
- Strategic Planning
- Mortgage Lending
- Sales
- FINRA
- CRM
- B2B
- Finance
- Portfolio Management
- Customer Service
- Project Management
- Investments
- Research
Amy Foo Summary
- Amy Foo, based in Los Angeles, CA, US, is currently a Senior Vice President and Private Wealth Advisor at Capital Group Private Client Services. Amy Foo brings experience from previous roles at Union Bank, The Private Client Reserve of U.S. Bank, Morgan Stanley and Cantor Fitzgerald. Amy Foo holds a 2000 - 2003 University of Connecticut. With a robust skill set that includes Alternative Investments, Asset Management, Financial Services, Fund Of Funds, Investment Management and more. Amy Foo has 1 emails and 1 mobile phone numbers on RocketReach.
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